For Your Personal Needs

For Your Personal Needs

  • Complete Financial Plans
  • Retirement Planning
  • Legacy Planning
  • Mutual funds 1
  • Segregated Funds 2
  • Registered Retirement Savings Plans 1-2
  • Registered Education Savings Plans 1-2
  • Guaranteed Investment Certificates 3
  • Registered Retirement Income Funds 1- 3
  • Annuities 3
  • Critical Illness Insurance 3
  • Long Term Care Insurance 3
  • Life and Disability Insurance 3
  • Major Medical and Travel Insurance 3
  • Tax-assisted Investments and Limited Partnerships (in some provinces)
  • Estate Planning
  • Financial Planning Seminars

Affiliated with National Financial Insurance Agency Inc.

1 Mutual funds products are offered through Investia Financial Services Inc.

2 Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

3 Insurance products are provided through National Financial Insurance Agency Inc.

 

 

 

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